One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
Trump Will Have Have His ‘National Emergency’ After All
Nancy Pelosi has already said she may file a legal challenge.
Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’
Of V-shaped bounces and low positioning.
Larry Kudlow Opens His ‘Money Mouth’, Out Come ‘Glitches’
And lies. We also think lies.
If The Fed Was Looking For An Excuse To Stay ‘Patient’, This Disastrous Retail Sales Print Will Work!
Bad news is probably just bad news in this case.
Andrew McCabe Details FBI Probe Of Trump, 25th Amendment Meetings In Bombshell 60 Minutes Interview
“…the highest levels of American law enforcement were trying to figure out what to do with the president.”
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
China Reports Ostensibly Decent Trade Data For January – Now Commence The Derision
This should serve its purpose while the trade talks continue.
Larry Kudlow Would Never Lie To You, So That Horrific Deficit Number Must Be Wrong
“…the deficit is coming down and it’s coming down rapidly.”
FEMA’s Brock Long, Exhausted From Too Much Winning, Quits
“…it is time for me to go home.”
Trump ‘Looks For Landmines’ In Shutdown Deal, Says Maybe El Chapo Will Pay For Border Wall
“… it’s been known to happen before to people.”
The Evolution Of Cross-Asset Vol. Spikes And July 6, 2021, As Recession D-Day
It starts with stocks…
Dear Sweden: ‘Slightly Hawkish’ Doesn’t Work Right Now
Remember, “hawkish” is a highly relative term – especially in light of recent events.
Hope Springs Eternal As Shutdown Risk Fades, Xi To Meet Lighthizer, Mnuchin
“Please Mr. President”…
Nomura’s McElligott Talks Tuesday Stock ‘Grab-In’, Volatility, QT And More
Around the cross asset universe in 1,000 words.
Morgan’s Mike Wilson Explains The ‘Simple’ Reason The Fed Can’t Save Stocks
“…we suspect that neither is a bullish signal for equities.”
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
Trump ‘Not Happy’ With Bipartisan Shutdown Deal, May ‘Let China Slide’ On Trade Deadline
“…it’s all gonna happen where we’re gonna build a beautiful, big strong wall.”
The World Has A New ‘Most Crowded Trade’ – And The Same ‘Biggest Tail Risk’
For the first time in survey history…
‘Big Fat Buyers’ Strike’: Global Equity Allocations Dive In Latest Edition Of Popular Survey
This, despite the best start to a year for stocks since 1987.
Is Tuesday The Day The Dollar Snaps Its Best Rally Since 2016?
…there’s still “not much else to like”, though.
Lawmakers Reach Deal To Avert Shutdown, Includes $1.375 Billion For Border Barriers
“We think so, we hope so.”
BTFD Nostalgia: YTD Volatility Drop Among Largest Since 1928
A sight for sore eyes.
Morgan Stanley’s Mike Wilson: ‘The Earnings Recession Is Here’
“…volatility will likely rise meaningfully.”
One Bank ‘Understands Why Investors Are Turning More Cautious’ After Blockbuster January
If you’re not feeling particularly inspired about risk assets to start the week, you’ll be forgiven.
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
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